Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Dominguez Wealth Management Solutions, Inc. (CIK 1881335) reported $181.5M across 75 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VUG ($29.5M, 16.25%), AAPL ($20.9M, 11.54%), FIXD ($15.0M, 8.25%), SGOV ($14.3M, 7.86%), SPLV ($12.8M, 7.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $29.5M | 16.25% | 342,303 | Added |
| 2 | AAPL | APPLE INC | $20.9M | 11.54% | 72,388 | Added |
| 3 | FIXD | FIRST TR EXCHNG TRADED FD VI | $15.0M | 8.25% | 343,382 | Added |
| 4 | SGOV | ISHARES TR | $14.3M | 7.86% | 141,668 | Trimmed |
| 5 | SPLV | INVESCO EXCH TRADED FD TR II | $12.8M | 7.03% | 170,427 | Added |
| 6 | BALT | INNOVATOR ETFS TRUST | $9.3M | 5.15% | 272,564 | Trimmed |
| 7 | JNJ | JOHNSON & JOHNSON | $5.9M | 3.24% | 23,133 | Trimmed |
| 8 | EFG | ISHARES TR | $5.0M | 2.78% | 40,504 | Added |
| 9 | LMBS | FIRST TR EXCHANGE-TRADED FD | $3.4M | 1.88% | 68,536 | Added |
| 10 | EEM | ISHARES TR | $3.2M | 1.75% | 46,502 | Trimmed |
| 11 | EMR | EMERSON ELEC CO | $3.1M | 1.69% | 21,472 | Trimmed |
| 12 | PG | PROCTER & GAMBLE CO | $2.9M | 1.61% | 19,897 | Trimmed |
| 13 | MRK | MERCK & CO INC | $2.9M | 1.57% | 22,203 | Trimmed |
| 14 | IJT | ISHARES TR | $2.8M | 1.55% | 15,727 | Added |
| 15 | AFL | AFLAC INC | $2.8M | 1.53% | 23,712 | Trimmed |
| 16 | IWP | ISHARES TR | $2.7M | 1.49% | 18,429 | Added |
| 17 | IVW | ISHARES TR | $2.3M | 1.25% | 16,462 | Added |
| 18 | LMT | LOCKHEED MARTIN CORP | $2.2M | 1.19% | 4,225 | Added |
| 19 | NVDA | NVIDIA CORPORATION | $2.1M | 1.14% | 10,350 | Added |
| 20 | KMB | KIMBERLY-CLARK CORP | $1.9M | 1.06% | 17,443 | Added |
| 21 | TGT | TARGET CORP | $1.8M | 0.99% | 13,738 | Added |
| 22 | MU | MICRON TECHNOLOGY INC | $1.7M | 0.95% | 1,497 | Trimmed |
| 23 | FDG | AMERICAN CENTY ETF TR | $1.6M | 0.86% | 11,692 | Trimmed |
| 24 | IWR | ISHARES TR | $1.5M | 0.83% | 13,727 | Trimmed |
| 25 | BMY | BRISTOL-MYERS SQUIBB CO | $1.4M | 0.75% | 23,776 | Added |
Source: SEC Form 13F filings · as of 2026-06-30